Kempen appoints two portfolio managers to join the investment team

Jags Walia has been appointed as senior portfolio manager for infrastructure, while Ingmar Schaefer has been appointed as senior portfolio manager for European small caps.

In his previous career, Jags Walia worked as a senior portfolio manager for APG Asset Management, where he focused predominantly on energy sector shares. Prior to this position, he worked for Delta Lloyd Asset Management and Morgan Stanley. He will bring nearly 25 years of experience in the financial industry to his new post.

Ingmar Schaefer also worked as a senior portfolio manager for APG Asset Management, where he was responsible for a concentrated portfolio of European shares. In his earlier career, he gained experience as a portfolio manager at Delta Lloyd Asset Management. He has been active in the asset management industry for over 12 years.

Lars Dijkstra, Chief Investment Officer (CIO) at Kempen, stated: "Jags and Ingmar will be a great asset to Kempen. The expertise they will bring to the teams will contribute to the development of our recently launched infrastructure fund and our European small-cap fund. In addition, their experience in the field of ESG matches Kempen’s role as an engaged shareholder with a long-term focus very well."

Subscribe

Please leave your email and we will send you our latest updates

Submitting your form

We have received your form

And we will get back to you soon.

Something went wrong

Please check your form for errors or try again later.

News & Knowledge

2019, 18 April

Salomons' Judgement

When the baby boomers were between 20 and 30 years old, a large majority immediately belonged to the middle class. For the current millennials this is not a given. Not only did the inequality between generations increase over time, frustration did too: houses are too expensive, jobs too insecure and finances too fragile.

The easy days in real estate are gone

Back in the eighties/nineties it was easy to make money in real estate. Maybe that is the reason I chose a career in the real estate sector long time ago. However, a property investor today needs to be pretty adaptive to be dealing with an ever-changing environment.

Asset Allocation update April

Risk assets continued to rally in March. By the end of the month, global equities had gained 13% since the start of the year, with developed equities slightly outperforming emerging equities. Risk spreads on investment-grade and high-yield credit narrowed.